Personal Banker I

WSFS Bank; Newtown Square (Delaware County); Sur place; USD 37 000 - 53 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Life and disability insurance

FSAs/HSAs

Résumé du poste

WSFS Bank is seeking a Personal Banker to open new accounts and submit loan applications while guiding customers to secure their financial futures. You will assist with teller transactions and promote the Bank’s digital services, building relationships through in-person interactions and outbound calls.

The role includes a 4–6 month training period and a competitive base salary with benefits. The position requires a high school diploma, at least one year of face-to-face customer service, and

Qualifications

• High School Diploma or equivalent required.
• Face-to-face customer service experience required (1+ year).
• One year banking experience required.
• Cash handling experience required.
• Consultative sales experience required.
• Strong communication skills (oral and written).
• Ability to market Bank products and services.

Responsabilités

• Open new accounts and submit loan applications.
• Resolve customer service issues and perform account maintenance as needed.
• Assist customers with teller transactions and promote digital banking services.
• Engage in outbound calling and relationship building to expand the branch customer base.
• Complete training during a 4–6 month onboarding period to apply knowledge.

Connaissances

Customer service

Cash handling

Consultative sales

Attention to detail

Excellent communication

Marketing products

Formation

High School Diploma or equivalent

Outils

Banking software

CRM systems

Description du poste

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner. We provide a continuous learning environment, challenging work, and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands‑on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4‑6 month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization. Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building. You will also be trained in relationship‑building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base. This is a full‑time 40‑hour/week position with a flexible rotating weekly schedule and 2‑3 Saturdays per month are required. This schedule can change at any time based on business needs. This position offers a competitive base salary, incentive opportunities, and benefits.

Minimum Qualifications

• High School Diploma or equivalent is required.
• Must have at least one year of face-to-face customer service experience.
• One year of previous banking experience is required.
• Previous cash handling experience is required.
• Prior consultative sales experience is required.
• Must have a proven ability to work with customers in an enthusiastic manner.
• Previous experience in a retail sales environment is strongly preferred.
• Must have a proven ability for attention to detail.
• Ability to use and learn multiple banking and software programs.
• Must have proven, excellent customer service skills.
• Must have excellent oral and written communication skills.
• Must possess the ability to market Bank products and services.

Schedule

Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM.

This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month.

Salary Range

Salary Range: $37,440 - $52,800 Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

Benefits

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

WSFS Bank is inclusive and supportive of individual needs.